ACCESS YOUR ACCOUNT AND DOCUMENTS
At CCMI, we’re dedicated to your success and keeping you informed of the work we perform on your behalf. Our client center allows you to view your investment accounts, documents, and other financial data within a simple, convenient, and secure online experience. As part of our commitment to you, we always protect your confidential information and privacy.
Brian Matter, CFP®, CPWA®, CEPA email@example.com
Owners of CCMI, answering financial planning and investment related questions, guiding the firm’s overall investment strategy and changes to client investments, developing and strengthening client relationships, providing firm leadership, compliance and financial oversight. Helping clients understand and implement CCMI’s recommendations.
Kim Benson, CFP®, CPA, CeFT® firstname.lastname@example.org
Answering financial planning and investment questions, leading client discovery meetings, creating financial plans, helping clients implement recommendations, tax reporting director.
Sheila Hoopes, CFP® email@example.com
Answering financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, investment research and trading, and assisting with client service needs.
Monica Larson firstname.lastname@example.org
Coordinating Schwab forms, account applications and transfers, annual investment review correspondence, appointment scheduling and notary services. Primary contact for client service needs.
Abby Baumgartel email@example.com
Maintaining client records and billing, notary services, assisting with client service needs, scheduling and helping with ShareFile and other account access questions. Primary contact for general office questions.
Creative Capital Management Investments LLC (CCMI)
8880 Rio San Diego Dr Suite 1150
San Diego, California 92108
CCMI is located on the 11th floor of the Hyundai Rio Vista Tower